ETSY · Etsy Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | 195.36M | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 29.2% | Q2 2026 | — |
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| GMS | $2.5B | Q1 2026 | — |
| Take Rate | 25.7% | Q1 2026 | — |
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| Active buyers | 93.54M | FY 2025 | — |
| Active sellers | 8.76M | FY 2025 | — |
| Adjusted EBITDA margin (Non-GAAP) non-GAAP | 25.5% | FY 2025 | — |
| Depop active sellers | 3.2M | Q4 2025 | — |
| Depop GMS | $299.7M | Q4 2025 | — |
| Etsy marketplace GMS | $3.29B | Q4 2025 | — |
| Etsy marketplace GMS per active buyer (trailing twelve month) | $121 | Q4 2025 | — |
| Habitual buyers (trailing twelve month) | 5.9M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ETSY
this stock
Etsy Inc
|
$7.39B | +45.5% | +20.9% | — | 10.6% |
|
AMZN
Amazon Com Inc
|
$2.84T | +14.9% | +12.4% | 21.2 | 0.9% |
|
BABA
Alibaba Group Holding Ltd
|
$296.76B | -16.7% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$126.73B | -25.8% | +14.5% | — | 2.4% |
|
DASH
DoorDash, Inc.
|
$94.31B | -4.5% | +27.9% | 113.4 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ETSY | -1.9% | -3.4% | +54.6% | -1.2% | +45.5% |
| SPY | +1.2% | +3.6% | +12.8% | +4.1% | +14.1% |
| vs SPY | -3.1% | -7.0% | +41.8% | -5.4% | +31.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.